Billing Provider
Billing Provider

Patients Explained

Last update
May 26, 2022

The Patients page provides a detailed index of all patients registered to a Billing Provider.

Here’s how the Patients page works.

A.  To add a new Patient, click ‘Add Patient’

B.  To filter information, enter a search term in the ‘Search’ box

C.  To sort Patients, click a column heading to sort by

D.  To view a Patient, click the ‘Patient ID’

Step 1. On the navigation bar, click ‘Billing Providers’, then select a Billing Provider

If you only have a single Billing Provider, click ‘Patients’ from the Billing Provider menu, and then skip to Step A.

Step 2. From the Billing Provider Page, click ‘Patients’

A.  To add a new Patient, click ‘Add Patient’

For more information on how to Add a Patient see the Help Article: Add Patient.

B.  To filter information, enter a search term in the ‘Search’ box

You can search by Patient ID, Name, DOB, SSN, Claims Administrator, or Claim Number.

C.  To sort Patients, click a column heading to sort by

  • For ascending order, click once.
  • For descending order, click twice.

D.  To view a Patient, click the ‘Patient ID’

Simple, right?

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